RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
L&S Investment Advisors, LLC
RIAMiami, FL
AUM $231MTEAM 8REPS 8
Financial Concepts Unlimited, Inc.
RIAAUM $231MTEAM 3REPS 1
Andrew Hill Investment Advisors, Inc.
RIANaples, FL
AUM $231MTEAM 4REPS 4
BXM Wealth LLC
RIAEnglewood, CO
AUM $231MTEAM 4REPS 5
LAS Olas Venture Capital
RIAFort Lauderdale, FL
AUM $231MTEAM 6REPS 4
Vann Equity Management LLC
RIAPlano, TX
AUM $231MTEAM 5REPS 6
ACM
RIAWayzata, MN
AUM $231MREPS 2
Wharton Midmarket Investment Advisors Inc
RIAWoodbridge, CT
AUM $231MTEAM 2REPS 2
Tenzing Financial LLC
RIAWilliamsburg, VA
AUM $231MTEAM 5REPS 3
Sachem Investment Counsel LLC
RIAAUM $231MTEAM 1REPS 1
Apis & Heritage Capital Partners, LLC
RIAWashington, DC
AUM $231MTEAM 10REPS 5
Rosenberg Wealth Advisors
RIABirmingham, MI
AUM $231MTEAM 5REPS 3
Draper Asset Management, LLC
RIASmithtown, NY
AUM $231MTEAM 9REPS 7
Concorde Financial Resources
RIAYork, SC
AUM $231MTEAM 2REPS 3
Arch Global Advisors, LLC
RIANew York, NY
AUM $231MTEAM 16REPS 6
Bluhaus Capital Management LLC
RIAGuaynabo, PR
AUM $231MTEAM 3REPS 3
Unimar
RIAMiami, FL
AUM $231MTEAM 3REPS 3
Disciplined Portfolio Solutions LLC
RIAAUM $231MTEAM 1REPS 1
Amplify Financial, LLC
RIAScottsdale, AZ
AUM $231MTEAM 7REPS 8
Forest Asset Management LLC
RIARiverside, IL
AUM $231MTEAM 3REPS 3
Uplift
RIADarien, CT
AUM $231MTEAM 8REPS 4
7two
RIADenver, CO
AUM $230MTEAM 7REPS 6
Redwood Investment Group, Inc
RIAFort Bragg, CA
AUM $230MTEAM 3REPS 4
SL Capital
RIAScottsdale, AZ
AUM $230MTEAM 4REPS 4
Other AUM ranges
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